Hilton Palacio Del Rio

San Antonio, TX

9/19/19 - 9/20/19

Conference Countdown!






Earn up to 11 CPE Credits!

The agenda was created to combine flexibility and maximum impact while also providing unique networking environments. Customize your agenda by selecting breakouts and sessions that are most meaningful to you.  Please join us for the preconference sessions Thursday morning or for lunch and opening sessions Thursday afternoon.

Thursday, September 19



9:00 am

9:30 am - 11:30 am

10:00 am - 11:30 am

Kevin Sullivan, Brayn Consulting

11:30 am - 12:00 pm

12:00 pm - 12:30 pm

Welcome Remarks and National CFMA Chairman Michelle Eastman

12:30 pm - 1:45 pm

Past, Present and Future: How Contractors Succeed and Which Trends are Emerging for the Future

Gregg Schoppman, FMI


While many contractors of all sizes struggle to keep existing clients and maintain a foothold, others gain traction, build backlogs, run profitably, and penetrate new areas of specialization. So what is their secret? Why do some companies do well while others just barely survive? This session will present several case studies and distill the relevant factors that make these companies unique and successful. This session will also give an outlook on the economic forecast and the trends that are driving the future of our industry.


Learning Objectives:

  • Understand the business imperatives for surviving in the construction industry
  • Recognize the common mistakes contractors make
  • Build a company fit for the next challenge


Level: Overview

1.5 Hours in Economics

2:00 pm - 3:15 pm

R.A. Bobbi Hayes, Carr, Riggs & Ingram, LLC

Wilson Stoker, Cokinos

3:45 pm - 5:00 pm

Leading, Managing, and Training Your Next Generation of Leaders

MJ Clark, Integrated Leadership Systems


Executives these days are so busy working in the business that forget to work on the business. This interactive session will help participants take a balcony view of how they go about leading, managing and training their next generation of leaders. Ms. Clark will reveal simple, low-cost ways companies can motivate and train Millennials and Gen Zers, and she will provide an outline of a process that can be used for ownership and management succession planning.


Learning Objectives:

  • Understand how to create a plan for succession that engages all parties involved.
  • Understand how to communicate in a way that makes such a plan possible.
  • Understand how to prepare Millennials and Gen Zers to run the business successfully into the next generation.


Level: Advanced

1.5 CPE Credits in Management Advisory Services

5:30 pm

Friday, September 20



7:00 am

8:00 am - 9:15 am

Taylor Short, BKD

Scott Humphrey, BKD

Tim Daum, Crowe

Greg Brown, Crowe

9:30 am - 10:30 am

Who are you BECOMING?

Keynote- Jonathan Fanning


Who are you BECOMING?  (or Who are you BECOMING as a Leader?) A year from today, will you be a better leader… or not?  The answer affects every aspect of our lives. Who are you BECOMING? introduces four pillars the greatest leaders all have in common and a simple formula for enhancing these pillars in your own life and organization.  A favorite of audiences across the country, Jonathan shares “The Simplest and Most Effective Leadership Development Plan”, borrowing powerful and practical lessons from the greatest people developers in all walks of life.


Learning Objectives:

  • Learn and begin to apply the “Simplest and Most Effective Leadership Development Plan” for yourself, your family, your clients, and your team.
  • What is the greatest leadership advice ever given to a U.S. president and how will cooking chili help you apply this lesson in your leadership?
  • What success formula do world-class 7th grade teachers and Viktor Frankl have in common?


Level: Basic

1 CPE Credit in Management Advisory Services

11:00 am - 12:00 pm

Jonathan Fanning

Andrew Harris, Andrews Myers

12:00 pm - 12:45 pm

Lunch and Book Signing

12:45 pm - 2:00 pm

The Digital Contractor

David Pierce, RSM


As technology evolves, it is changing the way we design, work and build. Technology is streamlining operations and the finance function. This presentation discusses technology tools and resources that should be utilized for more efficient business operations and how cutting-edge mobile applications, sensors and cloud solutions are being integrated for use in the office and the job site.


Learning Objectives

  • Identify the emerging technology for contractors and understand the implications for your business
  • Analyze current tech environment and plan for future digital needs


Level: Update

1.5 CPE Credits in Information Technology

2:00 pm - 2:15 pm

Closing Remarks and Raffle Drawing

Schedule and topics are subject to change

Session information will be updated with more detail soon

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Web site: www.learningmarket.org

© Construction Financial Management Association. All Rights Reserved.

2019 CFMA Lone Star Conference Committee

San Antonio Chapter

Vivian Garza-Steele, Zachry Corporation (2019 Chair)

James Deaven, Bartlett Cocke General Contractors

Central Texas Chapter

Anna Fisher, Contractor’s Edge

Houston Chapter

Caryl Coronis, NBG Constructors

Dallas/Ft. Worth Chapter

David Andrews, Skiles Group

El Paso Chapter

Michael J. White, Carr, Riggs & Ingram, LLC